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OpenAI

stabletotal 4

Foundation-model lab with deep compute commitments to Microsoft and reciprocal positions across the cohort.

high

Private company

OpenAI is privately held — there's no SEC ticker, no Form 4 insider transactions, and no public market data. Most indicators read 0 by structure, not because the company is healthy. The signals that DO apply: cohort relationships, news, and admin- recorded events.

Total score (last 90 days)

756 snapshots

Indicators

click any row to drill down

Filings

Credit & liquidity

Insider activity

Market sentiment

News & narrative

Relationship structure

Recent alerts

criticalOpenAInarrative

Negative news frequency (14d) → critical

2026-05-15 00:45 UTC Source ↗
criticalOpenAInarrative

Negative news frequency (14d) → critical

2026-05-15 00:30 UTC Source ↗
criticalOpenAInarrative

Negative news frequency (14d) → critical

2026-05-15 00:15 UTC Source ↗
stressOpenAInarrative

Negative news frequency (14d) → stress

2026-05-11 16:45 UTC Source ↗
watchOpenAInarrative

Negative news frequency (14d) → watch

2026-05-06 21:45 UTC Source ↗
criticalOpenAIrelationship

Circular exposure count → critical

2026-05-05 07:39 UTC
criticalOpenAIrelationship

Circular exposure count → critical

2026-05-05 07:30 UTC

Cohort relationships

Outgoing

  • CoreWeave · cloud reservation

    Multi-year compute capacity commitment.

  • Microsoft · cloud reservation

    Azure as primary cloud + revenue-share arrangement.

Incoming

  • Advanced Micro Devices · chip purchase

    Reported MI300 commitments.

  • Oracle · cloud reservation

    OCI capacity reservation.

  • Microsoft · investment

    Multi-billion dollar investment + Azure capacity commitment.